Key facts
- DoorDash has received "several hundred" orders from third-party AI agents.
- The company completes approximately 3 million deliveries daily.
- DoorDash is developing its own AI ordering tools and exploring partnerships with third-party agent makers.
DoorDash has observed a minimal impact from third-party AI agents on its order volume, with CEO Tony Xu reporting only "several hundred" orders placed through such platforms. This contrasts with the company's average of 3 million daily deliveries, primarily facilitated through its own app. Xu indicated that while the use of AI agents is a dynamic area, current adoption is low. DoorDash is actively exploring these agentic use cases and aims to foster relationships with third-party agent developers, considering potential advertising opportunities within these emerging platforms. The company has also developed its own AI-powered ordering tools, including a text-to-order agent, a CLI agent, and a chatbot named Ask DoorDash. The broader landscape of agent-based ordering remains in flux, with companies like Amazon blocking such agents while Walmart has welcomed them.